Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILLIAMS & JENSEN PLLC
EIN 20-2061673government relationsLatest filing 2024
Plans
2
Retirement
2
$30.9M assets
Welfare
0
Participants
96
1201 PENNSYLVANIA AVENUE NW, SUITE 800 - WASHINGTON, DC 20004202-659-8201williamsandjensen.comLinkedIn11-50 employeesgovernment relations
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $30.9M assets / 96 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WILLIAMS & JENSEN PROFIT SHARING PLAN
401k
Assets$20.8M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WILLIAMS & JENSEN PENSION PLAN
MoneyPurchase
Assets$10.2M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WILLIAMS & JENSEN PROFIT SHARING PLAN | 401k | $20.8M | 55 | 2024 | |
| 001 | WILLIAMS & JENSEN PENSION PLAN | MoneyPurchase | $10.2M | 41 | 2024 |
Retirement plans